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Agency Management

Whether you're new to agency leadership or not, all of us can benefit from the guidance and help from someone that's been there and made that mistake. That's why we've gathered these agency management experts to help you to run your agency better. Maybe you'll even miss some of the pitfalls that others have fallen into.

Running an insurance agency is about more than getting licensed, learning about coverages, hanging a shingle out, and waiting for the world to come.

*You have to know how to hire and who to hire.
*You have to know how to compensate your team.
*You have to know how to plan for the future.

These classes are designed to give you the background that you need so that you can run your agency using best practices from around the industry.

Agency Management

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Why Titling Yourself as a Risk Manager is an Invitation to be Sued

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What's in a name? Much and in many ways, especially if that name is risk manager and you're really not one.


Join us as Chris Burand helps agents idea that they are probably not risk managers and why it's important that they avoid calling themselves such.




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E&O - From the Tower to the Trenches

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E&O is complicated and some E&O classes can feel like getting lectured at by someone that doesn't understand how life works in the "real world".


Join David Thompson as he brings together two parts of the agency E&O chain, an E&O defense attorney and an independent agent.


This is a conversation that you don't want to miss.




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Delivering the Digital Experience Customers Now Demand Post-Pandemic

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Your clients want to be able to reach you anytime. They don't want to call you or stop by your office and if there is no one available during lunch, you might as well forget keeping their business.


Join us as Tom Wetzel helps us to understand the digital experience that your clients are looking for and that you need to create for them.

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How E&O Exposures are Changing

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Errors and omissions can happen in the best of times. 2020 wasn't the best of times and E&O exposures have changed significantly.


Join us as industry expert Chris Burand helps us learn how E&O exposures have changed especially in the last year or so.

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What is Your Biggest E&O Worry - COVID-19 or Absolute Exclusions?

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What's a bigger reason for agents to worry about their E&O: COVID-19 or absolute exclusions?


No one saw COVID-19 coming and the insurance implications that it brought. There will certainly be E&O claims related to it because no one prepared the policy for this exposure.


What about the absolute exclusions that exist in some policies? Could that be a bigger deal?


Join us as Fred Fisher takes these questions head-on in this timely session.




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Protecting Your Data is Critical to Survival and It Just Became Harder

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Software, apps and websites all collect data on their users and that data is often shared, reshared and monetized and pose serious risks for agents. More and more states are adopting newer, stricter regulations for both insurers and agents about data security and insurers are renegotiating agency contracts to strengthen oversight and transparency. Consumers are also growing uneasy about how their data is being used. Join us as Tom Wetzel helps us to understand why we need to protect our customers' data and how we can do it.

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Time's Up: Rethinking Customer Experience

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There was a time when having a digital presence meant that you had at least slapped a simple website online.


It doesn't work that way anymore. Your customers today are used to instant communication through apps and by text with several different businesses and they expect that from you.


Join Tom as he helps us to navigate these customer expectations and how we can best meet those needs without breaking our budgets.

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Manage Your Team without Tearing Your Hair Out

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A new generation will determine the insurance industry's future. How can you build a competent, resilient workforce with today's incoming talent? Join Nancy Germond, a community college professor of insurance, in this one-hour webinar.

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The Digital Race: Requirements for Risk Averse Transformation

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If we haven't made an investment in digital customer experience tools, we are already behind and it's time to catch up. Join us as Tom Wetzel leads us down the path of creating the best digital tools for our customers with a minimum of risk.

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Becoming the Agent of the Future

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The app-based agency is here. What are you doing to keep your agency relevant in this age of instant information, instant quotes, instant policies, and instant service?


Join us as we dive into the technology changes that are driving the market forward and what you can do to stay on the front end of the changes.

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